ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,788 | -13.8% | 2,719 | -27.4% | 0.06% | -22.5% |
| Q2 2022 | $240,000 | -15.2% | 3,745 | +0.7% | 0.07% | -4.1% |
| Q1 2022 | $283,000 | -4.7% | 3,719 | -2.4% | 0.07% | -3.9% |
| Q4 2021 | $297,000 | +4.6% | 3,811 | +0.0% | 0.08% | +2.7% |
| Q3 2021 | $284,000 | +5.2% | 3,810 | 0.0% | 0.08% | +1.4% |
| Q2 2021 | $270,000 | +8.0% | 3,810 | +0.7% | 0.07% | +2.8% |
| Q1 2021 | $250,000 | +11.6% | 3,783 | -5.1% | 0.07% | -10.0% |
| Q3 2020 | $224,000 | +5.7% | 3,987 | -0.8% | 0.08% | +1.3% |
| Q2 2020 | $212,000 | -1.9% | 4,021 | +0.5% | 0.08% | +8.2% |
| Q4 2019 | $216,000 | – | 4,000 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 1,021,764 | $77,705,000 | 11.95% |
| Flagship Private Wealth, LLC | 75,224 | $5,721,000 | 4.69% |
| MY Wealth Management Inc. | 54,083 | $4,113,000 | 3.81% |
| USAdvisors Wealth Management, LLC | 72,807 | $5,537,000 | 2.36% |
| Clear Perspectives Financial Planning, LLC | 55,500 | $4,221,000 | 1.60% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 32,307 | $2,457,000 | 1.46% |
| Bluesphere Advisors, LLC | 17,770 | $1,351,000 | 1.14% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 40,730 | $3,098,000 | 1.13% |
| 180 WEALTH ADVISORS, LLC | 59,680 | $4,451,000 | 0.97% |
| FAGAN ASSOCIATES, INC. | 52,460 | $3,990,000 | 0.82% |